Service Advisor
$100kThe Well
Service Advisor
Compensation: $100,000 base + 15% bonus target tied to retention, review completion, and referrals.
We're hiring a Service Advisor on behalf of our client—a growing retirement planning and wealth management firm based in Las Vegas, NV.
If you're the advisor clients ask for by name—and the one who makes sure nothing falls through the cracks—this is your seat. This firm delivers a Virtual Family Office experience across retirement, investments, tax, estate, and risk, and they're looking for a dedicated advisor to own the client relationship as they grow.
Why this role?
- Become the primary advisor for an established book of roughly 200–250 households
- Deep planning work , not just check-ins—every review drives real action for clients
- Strong support from portfolio, tax, and estate resources across the firm
- A bonus that rewards what you do best : retention, follow-through, and referrals
- A thoughtful 90-day onboarding alongside the founder before you take the full book
What you'll do:
- Prepare and deliver two progress meetings a year for each household—performance, plan updates, distributions, and tax-year planning
- Execute planning across retirement, investments, tax, estate, and risk
- Own the follow-through —Roth conversions, RMDs and QCDs, beneficiary updates, and tax items closed within 30 days
- Onboard new clients from the sales team and serve as their go-to point of contact
- Spot held-away assets, flag at-risk relationships early, and ask for introductions naturally
What you bring:
- CFP® preferred , or 4+ years in an advisory service role with comparable planning depth
- Series 65 or 66 (or ability to obtain before start)
- Strong knowledge of RMDs, QCDs, IRMAA, Roth conversions, and Social Security claiming
- Exceptional follow-through and CRM discipline
- Client-facing warmth that builds lasting trust
- Planning software experience, a Nevada life and health license, or experience absorbing a founder's book is a plus
Love building relationships that last? Let's talk.
$28 - $38 per hour
...shared commitment to excellence. By refusing to settle, you can help redefine what’s possible and shape the future of mobility.Service Advisor As a Service Advisor at Lucid, you will be responsible for providing excellent customer service to our clients and ensuring an...SuggestedHourly payFull timeWork experience placementWork at officeLucid Motors
San Diego, CA3 days ago$25 per hour
...Service Advisor The Service Advisor sells and schedules needed service work on commercial trucks and equipment for the dealership service department. Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships...SuggestedRush Enterprises
San Diego, CA3 days ago$100k
...Marvin K. Brown Auto Center Service Advisor Marvin K. Brown Auto Center has been family-owned and operated for over 70 years, and has been an asset in the San Diego community since 1950 - we sell Cadillac, Buick, GMC and pre-owned vehicles. We have been named the #1...SuggestedLocal areaMarvin K. Brown Auto Center
San Diego, CA2 days ago$71k - $75k
...automotive repair experience through modern technology, exceptional service, and a customer-first approach built around trust and... ...develop, and build a career with us. The Role Our Service Advisors are dynamic sales and automotive professionals who own and create...SuggestedStress Free Auto Care
San Diego, CA2 days ago$64.5k - $145k
...Dealership: L0727 DCH Honda of Mission Valley DCH Mission Valley Honda Now Hiring: Service Advisor Pay: Estimated Annual Earnings$64,500-$145,000 (Commission Pay Plan) Schedule: Schedule TBD; Open availability to work any day/shift Business Hours...SuggestedPrice workTemporary workImmediate startMonday to FridayDay shiftLithia Motors
San Diego, CA2 days ago$50k - $75k
...Service Advisor Position Camping World is seeking a Service Advisor to join our growing team. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department...Full timePart timeLocal areaCamping World Holdings
San Diego, CA4 days ago- ...Desert Auto Group IV, LLC dba Chula Vista Honda is now accepting applications for a Service advisor, no experience necessary, but helpful. A Service Advisor, you will own our customer’s experience in the service drive. You are the first point of contact with our customers...Part time
Chula Vista Honda
Chula Vista, CA2 days ago $17.75 per hour
...Service AdvisorAt Mossy Auto Group our employees are our most valuable asset. Our mission statement is to create an environment of high... ...annual earnings of approx. $70,000 to $130,000.As a Service Advisor, you will own our customer’s experience in the service lane. You...Hourly payMinimum wageMossy Ford
Lemon Grove, CA1 day ago- ...Job Type Full-time Description Maverick Toyota Service Advisor Maverick Toyota is looking for an automotive Service Advisor. The Service Advisor is responsible for building strong customer relationship and selling the technicians' time. They greet...Full time
Toyota Motor Sales, U.S.A., Inc.
Lemon Grove, CA1 day ago $64.5k - $145k
...DCH Mission Valley HondaNow Hiring: Service AdvisorPay: Estimated Annual Earnings $64,500-$145,000 (Commission Pay Plan)Schedule: Schedule... ...weekly and monthly goalsWhat You'll Bring2+ years of Service Advisor experience.1+ years of experience in a customer service role....Price workTemporary workMonday to FridayLITHIA
San Diego, CA1 day ago- ...The Service Advisor is the center of communication for service/repair activities and the liaison between customers and the technicians. Serving as the primary point-of-contact for all automotive service and repair matters, the Service Advisor must li Service Advisor, Customer...
OREMOR Automotive Group
El Cajon, CA5 days ago $50k - $75k
...Service Advisor PositionCamping World is seeking a Service Advisor to join our growing team. As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing administrative support to the Service Department...Full timePart timeLocal areaCWI
San Diego, CA3 days ago$20 - $30 per hour
...opportunities are endless from a rewarding career in Retail to continued growth and development with Aritzia. The Role As a Service Advisor, you will: Welcome clients Match clients with their product and direct to the right Service Counter Prepare the...Hourly payAritzia
San Diego, CA3 days ago$40k - $110k
...Family Service Advisor (Sales) at Greenwood Memorial Park, San Diego, CA Join NorthStar as a Family Service Advisor at Greenwood Memorial Park, San Diego, CA. At NorthStar, we're redefining how families honor and celebrate the lives of their loved ones. As a Family...NorthStar Memorial Group
San Diego, CA1 day ago- ...Intelligence Analyst and Government Program Manager to ensure efficient program operations and delivery of required program support services. Duties and Responsibilities: Perform administrative support activities for all Naval Special Warfare Leader...Full timeContract workFor contractorsWork at officeLocal areaFlexible hours
Seventh Dimension LLC
Coronado, CA4 days ago $3,709 per month
...Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Administrative, Probationary, Full Time, Telecommute eligible... ...II to provide day-to-day administrative support for faculty, advisors, students, and department programs. This position serves as an...Permanent employmentFull timeContract workH1bWork at officeRemote workMonday to Friday1 day per weekCalifornia State University
San Diego, CA1 day ago$80k - $95k
Administrative Support Assistant II Location: Naval Amphibious Base Coronado, California Employment: Full-time, contingent upon award - Anticipated start date of 9 December 2026 Clearance: Active Secret clearance Anticipated total annual cash compensation: $80,000–$...Full timeSkyBridge Tactical, LLC
Coronado, CA5 days ago$19 - $23 per hour
...Service Center National City JOB SUMMARY Caliber Collision has an immediate job opening for a Collision Estimator to perform all-purpose duties, which may include, but not limited to: Writing estimates, conducting process reviews, checking in customer vehicles...Weekly payTraineeshipImmediate startCaliber Collision Centers
National City, CA1 day ago- ...Automotive Service Advisor San Diego, CA Employment Type: Full time Our Service Advisors are high energy professionals who not only lead by example, but are also a team player who supports the employees that work for them. A Service Advisor performs many...Full time
AAMCO Transmissions and Total Car Care
San Diego, CA2 days ago $25 - $29 per hour
...Automotive Service Advisor San Diego, CA At Carvana, we sell cars—but we're not car salesmen. Our promise is simple: we won't sell a car to a customer that we wouldn't sell to our own mom. Period. That's why every vehicle goes through Carvana's process, where it'...Hourly payFull timeShift workWeekend workCarvana
San Diego, CA5 days ago- ...Automotive Service AdvisorSan Diego, CAEmployment Type: Full timeOur Service Advisors are high energy professionals who not only lead by example, but are also a team player who supports the employees that work for them. A Service Advisor performs many different roles...
AAMCO Transmissions Inc
San Diego, CA4 days ago $60k - $75k
...Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual...Full timeWork at officeSimplicity Group
San Diego, CA2 days ago- ...⚡ Who We Are Physician's Surrogacy is an industry-leading organization offering a complete, under-one-roof suite of fertility services. We are deeply passionate about our mission: helping people realize their dreams of becoming parents. We thrive on personal initiative...Full timeWork at officeFlexible hours
Reproductive Sciences Medical Center
San Diego, CA11 hours ago $24.17 - $28.57 per hour
...people, experiences, and perspectives. Join Fish’s San Diego team in our fast-paced Operations Department as an Office Services Assistant . Internal applicants: apply via UKG Pro by navigating to Myself My Company View opportunities. How Will You...Hourly payWork at office$22.5 per hour
...cemetery, crematory or a combination of these facilities. Duties include greeting the public and providing general information on services offered in a polite manner with a goal to meet and exceed customer expectations. Field Operations Support Assistant JOB RESPONSIBILITIES...Temporary workFlexible hours$69k
...help others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera Insurance license...Remote jobWork from homeFlexible hoursHMG Careers
La Mesa, CA18 days ago- ...marketing agencies. ~ Ability to professionally speak & present in zoom meetings or phone calls with clients & teams ~ Customer service skills: Ability to send professional emails and handle clients professionally ~ Understands how to work on WordPress websites (...Full timePart time
Military, Veterans and Diverse Job Seekers
San Diego, CA11 hours ago $20 - $25 per hour
...Responsibilities: ** - Scheduling new appointments for counseling sessions, group therapy, and assessments. - Responding to inquiries for services via email, phone, and text with professionalism and empathy. - Sending out and following up on potential client intakes to...Hourly payPart timeMonday to FridayMilitary, Veterans and Diverse Job Seekers
San Diego, CA11 hours ago$70k
...contributions and performance) About Us Physician's Surrogacy is a leading fertility organization offering comprehensive family-building services under one roof. Our mission is to provide an exceptional experience for individuals and families pursuing their dreams of...Full timeWork at officeRelocationReproductive Sciences Medical Center
San Diego, CA11 hours ago- Job-ID29471990Reference26-28812Salary$42.12 / hourJob Title: Sr Contract Specialist Where you come in: (target 5-8 bullets, max 10) You will manage the end-to-end lifecycle of clinical contracts, including drafting, negotiation, execution, and amendments You will support...Contract work
Mindlance
San Diego, CA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Service Advisor. Be the first to apply!
- service advisor automotive San Diego, CA
- internal service advisor San Diego, CA
- staff services manager San Diego, CA
- patient service specialist San Diego, CA
- court services officer San Diego, CA
- protective services officer San Diego, CA
- service delivery associate San Diego, CA
- community services specialist San Diego, CA
- transaction services specialist San Diego, CA
- environmental service worker San Diego, CA